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At
Visiting Angels our
Director, Daniel
Radulescu, is a Certified
Senior Advisor (C.S.A.).
To help learn about
the
ethics by which Visiting
Angels conducts business,
please see the CSA
Code of Professional
Responsibility below. |
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CSA
Code of Professional
Responsibility
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Standard
1: Competence. A
CSA designee has
an obligation to
keep his/her
professional training, skills,
and knowledge current and comprehensive
in order to
competently provide professional
services to clients. Such competency
must be
maintained and enhanced over time
as a result of changes in legal,
regulatory, and
professional standards and processes.
CSA's who sell products must meet
the same
standards with respect to product
knowledge and suitability.
Most CSA's hold one or more professional
registrations, licenses, or credentials.
All
CSA designees must comply with
the rules and regulations that
govern the
registrations, licenses and/or
credentials they hold. CSA designees
are often affiliated
with companies and/or employers
that have their own rules for ethical
business
conduct; CSA's have an obligation
to comply with these rules as well.
Disciplinary
action taken against a CSA designee
by any regulatory or administrative
body can
carry the same weight as violations
of this Code, and therefore may
result in
suspension or revocation of the
CSA designation. A CSA designee
who performs services,
or offers to perform services,
that are beyond the scope of his
or her professional license and/or
credential may be subject to Board
action.
The CSA credential is a broad-based,
value-added designation that enhances
the registrations,
licenses and credentials a professional
already holds. The credential bestows
on the
individual who earns it a deeper
understanding of seniors and the
issues important to
them, but it is neither designed
nor intended to be a substitute
for professional
credentials. |
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| Standard
2: Honesty.
A CSA designee shall
not lie, cheat, or
steal. A CSA designee
must accurately
and completely communicate
to clients and potential
clients, both
orally and in business
materials, his or
her professional
licenses, credentials,
and other
business qualifications.
Further, a CSA designee
shall not omit from
business
materials or discussions — or
otherwise disguise
in technical, legal,
or industry specific
terminology (“jargon”) — information
that the CSA designee’s
client or
potential client
would need to fully
comprehend proposed
products or services. |
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| Standard
3: Trustworthiness. A
CSA designee
shall act in
a trustworthy
manner. This
means that
the CSA designee
shall promptly
and courteously
address a client’s
questions and
concerns; shall
perform professional
services to
achieve the
best interests
of the client;
and shall be
dependable,
honoring personal
and professional
promises made. |
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Standard
4: Fairness.
A CSA designee
shall conduct
his or her
professional
activities
fairly and
impartially,
using the same
standard of
care in performing
business activities.
Further, the
CSA designee
shall disclose
all potential
or perceived
conflicts of
interest that
may arise in
connection
with providing
professional
services to
clients, prospects,
and business
associates.
A CSA designee
shall safeguard
client, potential
client, and
business associate
information, maintaining complete
confidentiality unless such party
has specifically released the CSA
from such duty, or in the event
that such information is required
to be divulged in response to proper
legal mandate. |
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| Standard
5: Professionalism.
A CSA designee
shall serve
the public,
clients or
patients, potential
clients or
patients, business
associates,
and employers
with the highest
degree of professionalism,
exercising
due diligence
and acting
in good faith
in all matters;
exhibiting
appropriate
demeanor and
behavior in
all business
settings and
transactions;
maintaining
good customer
relationships
with respectful,
timely, and
accurate service;
following best
practices in
maintaining
the books,
records, and
documentation
of his or her
business or
practice; and
upholding the
standards of
the CSA designation
and of any
other licenses
or credentials
he or she holds. |
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